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Overview of the Planning Process

Description
Overview – Topics to be covered:
  • Planning Process and Portability
  • Tax Aspects – Framework
  • Relationship to Client
  • Sensitivity to Conflict
  • Power of Attorney
  • Medical Powers of Attorney
  • Living Wills

Todd Bornstein, Esq., Selzer Gurvitch Rabin Wertheimer & Polott, P.C. 

Kristie J. Hall, Esq., Selzer Gurvitch Rabin Wertheimer & Polott, P.C.

Course Level
TBD
Professional Area of Focus
Estate and Trust Law
Paralegal
Elder Law
General Practice
CLE Field of Study
Continuing Education Legal Credit
2
Instructor(s)
Todd Bornstein Kristie Hall
Event Information
When
Available 24/7
Location
Online
Total CLE Credits
2
Format
On-Demand

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$279.00
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Overview of the Planning Process